Filed July 18, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $100,019 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,446 | $84,784+27.9% | $98,439+10.2% | $74,419+45.7% |
| Participation rate | 98.5% | 81.5%+17.0pp | 75.2%+23.4pp | 70.7%+27.8pp |
| Annual return | 17.12% | 20.59%-3.5pp | 21.16%-4.0pp | 34.38%-17.3pp |
| Employer contribution / active EE | $4,721 | $3,364+40.3% | $3,048+54.9% | $2,637+79.0% |
| Participant deferral / active EE | $7,785 | $5,218+49.2% | $4,738+64.3% | $4,528+71.9% |
| Admin fee / account holder | $122 | $204-40.1% | $8,948-98.6% | $348-64.8% |